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iShares S&P Small-Cap 600 Growth ETF

684 hedge funds and large institutions have $3.39B invested in iShares S&P Small-Cap 600 Growth ETF in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 207 increasing their positions, 210 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more call options, than puts

Call options by funds: $1.46M | Put options by funds: $308K

41% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 39

1% more funds holding

Funds holding: 679684 (+5)

0.69% more ownership

Funds ownership: 57.74%58.44% (+0.69%)

1% less capital invested

Capital invested by funds: $3.41B → $3.39B (-$22.9M)

1% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 210

29% less funds holding in top 10

Funds holding in top 10: 1712 (-5)

Holders
684
Holders Change
+5
Holders Change %
+0.74%
% of All Funds
9.88%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.17%
New
55
Increased
207
Reduced
210
Closed
39
Calls
$1.46M
Puts
$308K
Net Calls
+$1.16M
Net Calls Change
-$463K
Name Holding Trade Value Shares
Change
Change in
Stake
MGIA
26
Moneta Group Investment Advisors
Missouri
$24.5M -$341K -2,667 -1%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$24.3M -$651K -5,087 -3%
Mariner
28
Mariner
Kansas
$22.7M +$964K +7,535 +4%
GIA
29
GHP Investment Advisors
Colorado
$21.5M -$141K -1,104 -0.7%
HWA
30
Heartwood Wealth Advisors
Virginia
$20.9M +$175K +1,368 +0.8%
Stifel Financial
31
Stifel Financial
Missouri
$20M -$856K -6,693 -4%
UCFA
32
United Capital Financial Advisors
Texas
$20M -$871K -6,812 -4%
Truist Financial
33
Truist Financial
North Carolina
$19.8M +$250K +1,956 +1%
WIA
34
World Investment Advisors
California
$19.7M +$8.78M +68,633 +44%
AAS
35
Avantax Advisory Services
Texas
$19.4M +$2.79M +21,849 +17%
RJA
36
Raymond James & Associates
Florida
$18.7M -$58.3K -456 -0.3%
Lido Advisors
37
Lido Advisors
California
$18.6M +$897K +7,010 +5%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$16.4M -$154K -1,205 -0.9%
SDWMA
39
Schneider Downs Wealth Management Advisors
Pennsylvania
$15.5M +$604K +4,720 +4%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$15.1M -$3.2M -24,990 -17%
Corient Private Wealth
41
Corient Private Wealth
Florida
$15.1M +$431K +3,372 +3%
Goldman Sachs
42
Goldman Sachs
New York
$14.2M -$1.92M -14,972 -12%
SFP
43
Sterling Financial Planning
New Jersey
$14.1M +$186K +1,451 +1%
BWFA
44
Baltimore-Washington Financial Advisors
Maryland
$14M -$221K -1,724 -2%
PFPT
45
Pinnacle Financial Partners (Tennessee)
Tennessee
$14M -$218K -1,707 -2%
Jones Financial Companies
46
Jones Financial Companies
Missouri
$13.7M +$2.64M +20,646 +24%
KWM
47
Keebeck Wealth Management
Illinois
$13.4M +$13.3M +104,044 New
Osaic Holdings
48
Osaic Holdings
Arizona
$13.2M -$1.48M -11,602 -10%
PHAM
49
Palisades Hudson Asset Management
Florida
$13.1M -$18.2K -142 -0.1%
PA
50
Probity Advisors
Texas
$13.1M -$199K -1,554 -2%